This report outlines a constructive outlook for European equities in the second half of 2026, anticipating a broadening of market participation beyond AI-led sectors. It also identifies emerging cybersecurity risks as a critical factor in global bank valuations.
Key Takeaways
- 1.J.P. Morgan remains constructive for European equities in 2H 2026, targeting 5-10% further upside.
- 2.Eurozone earnings growth is expected to accelerate following three years of stagnation.
- 3.Cybersecurity in banks is viewed as a significant, under-recognized risk compared to traditional credit risk.
Table of Contents
- Today's Morning Meeting
- Also Published Today
- Company Research
- Sector Research
- Strategy, Macro, Economics Sustainable Investing Research
- In Case You Missed It... Trending in the Last Month
- Key Changes
- Initiations
- Price Target Changes
- EPS Estimate Changes
- JPM Events
- Conferences
- Upcoming Earnings
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Authors
Mislav MatejkaKian Abouhossein
Securities
Rolls-RoyceCS
Themes
AI Integration and Cybersecurity RisksCyclical Recovery in Europe
Regions
EuropeUnited StatesChinaJapan